Keyword Analysis & Research: computershare transfer forms death

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Frequently Asked Questions

How do you transfer stocks after death?

The executor may request the transfer in two ways: by filling out the back of the stock certificates themselves or by completing a stock transfer form. In either case, mail the completed request and/or certificates along with copies of the death certificate, will and power of attorney to the transfer agent.

How do I transfer my stock?

Contact the firm that holds your stock for transfer paperwork. Most firms have their own unique paperwork to help you process a stock transfer. Complete the stock transfer form. Provide the stock issuer name, the number of shares you wish to transfer, and the reason for your transfer.


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